Stock Taper

CURI WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CVS Health Corp.CVS7.99K$630.93K
International Business Machines CorporationIBM7.5K$1.23M
Chevron CorporationCVX7.49K$1.12M
Renasant CorporationRNST7.12K$239.62K
The Williams Companies, Inc.WMB6.38K$222.25K
Truist Financial CorporationTFC5.91K$218.36K
The PNC Financial Services Group, Inc.PNC5.81K$899.3K
RTX CorporationRTX5.42K$456.14K
Altria Group, Inc.MO5.21K$210.24K
Blackstone Inc.BX4.44K$581.26K
Honeywell International Inc.HON4.33K$907.92K
Norfolk Southern CorporationNSC4.3K$1.02M
Iron Mountain IncorporatedIRM4.19K$293.29K
QUALCOMM IncorporatedQCOM4.17K$602.81K
FedEx CorporationFDX4.1K$1.04M
The Coca-Cola CompanyKO4.06K$239.34K
Edwards Lifesciences CorporationEW3.98K$303.48K
AbbVie Inc.ABBV3.84K$594.86K
The TJX Companies, Inc.TJX3.78K$354.98K
Lowe's Companies, Inc.LOW3.56K$792.45K